Cheryl is a principal of the firm and is the lead service advisor for our 401(k) client base. She is responsible for plan investment reviews, employee educational meetings and one-on-one investment consultations.

Cheryl has 19 years of investment experience in the retirement plan industry. She holds the Series 6, 63, 65 and Wisconsin Life Insurance license and is a member of Wisconsin Retirement Plan Professionals Ltd. Prior to joining Spectrum Investment Advisors, she was a Vice President & Relationship Manager at US Bank.